Mortgage Banking Webinar [Video & PowerPoint]
Key Takeaway
This Wilary Winn webinar, originally presented in June 2025 to the staff at Baker Tilly, provides a comprehensive overview of the residential mortgage and SBA 7(a) loan markets, with a focus on valuation and accounting considerations.
How Can We Help You?
Founded in 2003, Wilary Winn LLC and its sister company, Wilary Winn Risk Management LLC, provide independent, objective, fee-based advice to over 600 financial institutions located across the country. We provide services for CECL, ALM, Mergers & Acquisitions, Valuation of Loan Servicing and more.
Released June 2025
Introduction
The residential mortgage loan market is a multi-trillion-dollar industry, while the SBA 7(a) market is a multi-billion-dollar industry. Because of their size and complexity, they have broad implications for financial institutions and the economy as a whole. The market has also changed significantly over the last 20 years.
This presentation provides a comprehensive overview of the residential mortgage and SBA 7(a) loan markets, with a focus on valuation and accounting considerations. Key topics include mortgage banking derivatives, mortgage servicing rights, and SBA 7(a), including the sale of guaranteed SBA loan portions and the creation of related servicing assets.